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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,297 | $65,367+19.8% | $92,915-15.7% | $72,976+7.3% |
| Participation rate | 58.0% | 68.3%-10.3pp | 76.0%-18.0pp | 69.5%-11.5pp |
| Annual return | 28.27% | 42.11%-13.8pp | 109.45%-81.2pp | 81.02%-52.7pp |
| Employer contribution / active EE | $1,870 | $2,594-27.9% | $3,653-48.8% | $2,440-23.4% |
| Participant deferral / active EE | $3,562 | $3,128+13.9% | $4,238-15.9% | $3,608-1.3% |
| Admin fee / account holder | $1,939 | $4,251-54.4% | $5,796-66.5% | $5,124-62.2% |